Outlook Wealth Advisors, LLC Ft Tr ETF Viii Ft Cboe Vest Us Transaction History

Outlook Wealth Advisors, LLC

$288 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 18, 2023	SELL	$32.49 - $34.07 $18,909 - $19,828	-582 Reduced 3.1%	18,197 $611,000
Q4 2022 Feb 14, 2023	BUY	$32.71 - $34.15 $614,261 - $641,302	18,779 New	18,779 $625,000

Others Institutions Holding DFEB

# of Institutions

104

Shares Held

4.67M

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

1.64M
Shares

$70.3 Million
2.27% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

379K
Shares

$16.3 Million
0.04% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

192K
Shares

$8.22 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

191K
Shares

$8.2 Million
0.01% of portfolio
Envestnet Asset Management Inc

140K
Shares

$6 Million
0.0% of portfolio

About FT TR ETF VIII FT CBOE VEST US

Ticker DFEB
Sector ETFs
Industry ETFs

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